WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Fund | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | High |
Asset Size (Cr) | ₹1328 Cr | ₹1011 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 10 Feb 2023 | 27 Sep 2016 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 50+50 Moderate Index | CRISIL Hybrid 50+50 Moderate TRI |
Turn Over | 0.0% | 260% |
Expense Ratio | 2.09 | 2.19 |
Manager | Piyush Baranwal | Rakesh Shetty |
ISIN Code | INF03VN01720 | INF247L01585 |
Exits Load | WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
1 Month | 4.73% | 5.25% |
6 Month | -3% | -21.83% |
1 Year | 10.87% | -7.33% |
3 Year | - | 6.63% |
5 Year | - | 9.21% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.84% | -12.96% |
1 Year | 2.5% | -25.64% |
3 Year | - | 1.74% |
5 Year | - | 4.55% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
1 Year | 22.06% | 9.45% |
3 Year | - | 8.28% |
5 Year | - | 8.8% |
Risk Management
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 13.896% |
Sharp | - | -0.047% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Name | Piyush Baranwal | Rakesh Shetty |
Total AUM | ₹5379 Cr | ₹33886 Cr |
Funds Managed | 9 | 19 |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Market Cap
Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Others | 34.38 | 32.92 |
Large Cap | 48.83 | 33.5 |
Small Cap | 9.41 | 16.23 |
Mid Cap | 7.39 | 17.36 |
Sector Allocation
Scheme Name |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
---|---|---|
Others | 32.88 | 30.21 |
Basic Materials | 5.2 | 5.77 |
Energy | 5.05 | - |
Technology | 7.68 | 17.55 |
Industrials | 6.57 | 14.52 |
Financial Services | 22.84 | 12.79 |
Healthcare | 5.35 | 2.7 |
Consumer Cyclical | 7.91 | 11.46 |
Consumer Defensive | 1.86 | 0 |
Communication Services | 3.13 | 5 |
Real Estate | 0.31 | - |
Utilities | 1.23 | - |
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